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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1601
Sound Income Strategies
Florida
$20.8K +$7.51K +97 +56%
CWAF
1602
Core Wealth Advisors (Florida)
Florida
$19.9K -$23.2K -300 -54%
GC
1603
Gould Capital
Washington
$19.8K
MFG
1604
Mendota Financial Group
Wisconsin
$19.6K
OIA
1605
Optimum Investment Advisors
Illinois
$19.3K
GKIM
1606
GW&K Investment Management
Massachusetts
$19K +$19.4K +250 New
CFD
1607
Creative Financial Designs
Indiana
$19K +$7.51K +97 +65%
LFA
1608
Legend Financial Advisors
Pennsylvania
$18.6K +$3.87K +50 +26%
SIC
1609
SJS Investment Consulting
Ohio
$18.2K -$387 -5 -2%
WPA
1610
West Paces Advisors
Georgia
$17.8K
BCMLT
1611
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.6K +$6.12K +79 +53%
NC
1612
NewSquare Capital
Pennsylvania
$16.7K +$13.7K +177 +443%
WAS
1613
Winch Advisory Services
Wisconsin
$16K
AW
1614
Avion Wealth
Texas
$16K +$2.63K +34 +18%
TC
1615
Trust Company
Kansas
$15.9K -$15.6K -201 -49%
Kayne Anderson Rudnick Investment Management
1616
Kayne Anderson Rudnick Investment Management
California
$15.8K +$387 +5 +3%
NCM
1617
Northwest Capital Management
Oregon
$15.5K +$15.6K +201 New
CFS
1618
CGC Financial Services
Oregon
$15.4K +$15.5K +200 New
AWM
1619
Abound Wealth Management
Tennessee
$15.3K +$7.82K +101 +104%
AWM
1620
Atticus Wealth Management
Florida
$15.1K
FPB
1621
First PREMIER Bank
South Dakota
$15K -$15.5K -200 -50%
IGWM
1622
ICA Group Wealth Management
Colorado
$14.5K -$119K -1,531 -89%
IRC
1623
Investors Research Corp
Georgia
$13.7K
USB
1624
Union Savings Bank
Connecticut
$13.3K +$13.5K +175 New
IPW
1625
Impact Partnership Wealth
Georgia
$13.3K +$13.3K +172 New

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.